Peter : On Rad's Radar?
Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

mergers

A Message for Dan Hesse

April 26, 2011

The merger of AT&T and T-Mobile will likely have extreme anti-competitive effects on the mobile industry. Certainly, the DOJ and the two F-Agencies (FTC and FCC) need to take note that mobile is churning the service economy of America right now and this merger could derail that. That being said, I have this to say to the CEO of Sprint, Dan Hesse:

You have lawyers and lobbyists and SVP's. Let them carry this fight for you.

Smoothstone Gets Bought

April 20, 2011

Consolidation continues in the Hosted VoIP space as West Corporation, which owns Intercall, Intrado and other businesses, acquired Smoothstone today for $120M. This is on the heels of InterCall, a subsidiary of West Corporation and the world's largest conferencing and collaboration services provider, acquiring Preferred One Stop Technologies Limited ("POSTcti"), a leading provider of components, systems, professional services and hosted services for Unified Communications ("UC") in Europe on February 1st. [POSTcti provides Unifiied Desktop primarily].

This certainly helps West to become a big player in the Hosted UC space globally. SmoothStone expanded into Europe back in November (on the MPLS network of Masergy).

Cellular Mergers

April 11, 2011

It Finally Happened

April 11, 2011

Level3 finally buys Global Crossing for $3B including assuming $1.1B in GC debt.

This is a merger that the industry has expected for some time. Honestly, I don't see how it works, because it's about synergies. My favorite word, because it means we will fire a lot of people with overlapping job titles, but not overlapping knowledge.

DISHing Up a Blockbuster

April 6, 2011

DISH Networks has bought Blockbuster video from bankruptcy for a bid of $320M, according to USA Today. DISH with 14 million satellite TV subscribers has rolled out Google TV enhancements and TV Everywhere, including on Android tablets. This purchase, if the BK Court approves it, might give DISH brick-and-mortar stores to sell more DISH services and Slingboxes.

This is the second asset purchase for DISH as they bought DBSD North America, Inc., a hybrid satellite and terrestrial communications company, for approximately $1 billion in February.

The Big T

March 21, 2011

AT&T announced yesterday that they were buying T-Mobile from its parent, DT, for $39B.  There are so many losers in this combination I don't know where to begin!

First, generally consumers lose as Ma Bell hordes even more spectrum. T-Mobile has AWS spectrum; Ma Bell is buying Qualcomm's 700 MHz spectrum, which is being contested by consumer groups, because all this spectrum shouldn't be in the hands of 2 companies.

What's Up in Cellular Rumors?

March 10, 2011

First, Clearwire's founder and Chairman Craig McGraw resigned in February. Now CEO Bill Marrow has resigned and the rest of the C-Suite has been re-shuffled. (see story here).  Clearwire is in negotiations with Sprint and out looking for capital before it runs out of cash.

Lightsquared is also in talks with Sprint about a partnership on Lightsquares 4G network build. 

My EarthLink Strategy

March 4, 2011

When I analyze the four CLEC components of the new EarthLink Business, I wonder what Atlanta will do with it.

Deltacom had a huge fiber network (IFN) that essentially went under-utilized. In my experience, many employees did not know about IFN. Assets like lit buildings, collocations, colo gear, and the fiber maps are crucial to revenue generation from those hard cost assets.

Dash CS to Bandwidth.com

February 28, 2011

Image via Wikipedia

DASH Carrier Services, a provider of E-911 and other services to the ITSP sector, was acquired by Bandwidth.com. Interestingly, Bandwidth.com used to be the provider of VoIP origination and termination services for many VoIP providers, but since gaining the Google Voice contract has lost many customers due to a lack of support. To be fair, if you have one ivory whale like GV, and get another (Verizon), the rest of the pack are just minnows. Now they will get those minnows back with the purchase of DASH.

Already my phone is ringing with questions about replacements for DASH, since providers that left BW don't want to go back.

Andy thinks this means an IPO coming for Bandwidth.com.



VoIP Consolidation Well Underway

February 22, 2011

There's been some M&A among VoIP Providers this year but there is more on the horizon. CLEC's are looking to get in the game with an acquisition. Indeed EarthLink did just that with its quiet acquisition of STS Telecom, a former UNE-P then Sylantro shop in South Florida (to go with its purchase of Deltacom).

Other ITSP's are actively seeking an acquisition or hoping one will come along.

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